Availability All Editions
Use copy and paste to easily import new and updated allocations into Meisterplan with a matrix format. This helps you plan your portfolio with the most up-to-date data.
- Where to Find
- Choose Type of Data and Prepare
- Step 1: Copy & Paste
- Step 2: Assign Fields
- Step 3: Validate & Edit
In this video we will show you the basics of how the Quick Import works, using the project import as an example:
Required User Rights
For importing allocations as described in this article, you need to have the following rights:
- Import and Export Data
- Add, Change and Delete Allocations
- Under Project Field Rights, you need to have at least Read Only rights for the Project Key field.
- To import allocations into the Plan of Record, you need to have the Edit Plan of Record right; to import them into a scenario, you need to have the edit rights for the respective scenario
You can import data from all common spreadsheet formats, such as Microsoft Excel (both the desktop application and the Office 365 version) and Google Spreadsheets.
Where to Find
In the left Sidebar, click Import and Export:
If you would like to import your allocations into a different scenario than the one currently selected, switch to that scenario by clicking Scenario or Plan of Record in the top left of the header:
Choose Type of Data and Prepare
Click Allocation Matrix and then Start Import:
Here you can add new allocations and update existing ones. Find a detailed overview of when allocations can be updated here.
Download Example Spreadsheet
If you don‘t have a spreadsheet of allocations available, download our example spreadsheet of an allocation matrix. This example serves as an outline for configuring your allocation related data. You can also use the example spreadsheet to run a test import in your Meisterplan system.
Your existing allocations will not be overwritten or deleted by the test import. You can delete the imported sample allocations at any time.
To successfully import your allocations, your spreadsheet should contain one line per resource or role and project, and a column for each allocation time interval you would like to import.
Downloading Existing Data
To easily get required data such as Project and Resource Keys, simply export the relevant data using the Export to Excel. You can also update existing allocations quickly by exporting the allocation matrix, updating the Excel file and then re-importing the data.
Fields That Can Be Imported
These are the required fields that your spreadsheet should contain:
- Project Key: Project Key of existing project; used to identify a project but cannot be used to update a Project Key
- Resource Key or Role: Resource Key of existing resource or name of role; the Resource Key is used to identify a resource but cannot be used to update a Resource Key
- Allocation Values: at least one column with allocation values in either weekly or monthly time intervals in chronological order from left to right; for the correct format see here
This field is optional:
- Project Role: define a project role if a resources’ role is different from their primary role
Date and Number Formatting
In the Date and Number Formatting for Quick Imports article, you can find all details on how to format dates and numbers in your spreadsheet to ensure they are imported correctly.
Step 1: Copy & Paste
Copy the desired data from your spreadsheet and paste the data in Meisterplan (e.g., using CTRL+V). In this step, you can copy and paste different data as often as needed.
Step 2: Assign Fields
If your imported column name matches an existing field in Meisterplan, Meisterplan will assign it automatically. If you’d like to change or add a field assignment, just drag and drop the Meisterplan field to the desired location. This step ensures your spreadsheet data maps to the appropriate Meisterplan field.
If your spreadsheet contains columns that cannot be matched with Meisterplan fields, they will simply be ignored and the data from the unassigned columns will not be imported.
In this step, you also need to define import settings to ensure the allocations will be imported correctly:
- Start of Allocation Matrix: Drag and drop this field to the first interval column with the allocations you want to import
- Allocations before this interval will not be imported or updated
- By manually selecting where your allocation import starts, you can use the same spreadsheet for future imports
- Allocation Unit: Define the unit of your allocations
- Time Intervals: Define whether your allocations are in monthly or weekly intervals
- Starting Month or Week of Allocation Matrix:
- Set the specific month or week (depending on the time interval) that designates the start of the allocations you are about to import
- Usually, the selected month or week corresponds to the column header that is mapped to Start of Allocation Matrix
Meisterplan will start importing from the column “Apr-22“ onwards, ignore all columns before that and interpret the column “Apr-22" as April 2022.
Step 3: Validate & Edit
Validation and Error Correction
In this step, you can validate and edit your allocations before import. Simply edit the highlighted field by clicking on it. Fields highlighted in dark red indicate an error that will prevent the complete line (i.e., the allocation) from being imported. Fields highlighted in light red indicate an error that will prevent the field from being imported, but not the rest of the line.
Once you’ve corrected all errors, click Import. Your data is now available in Meisterplan.
Update Existing Allocations
Exact Matching of Projects and Resources
Importing new and updating existing allocations is only possible if the project and resource keys or role names in your spreadsheet exactly match the project and resource keys or role names in Meisterplan. Resources can be allocated more than once to a project if their project role in that project is different.
Updating Existing Allocation Segments
If there is an allocation for the same resource and the same project during the same time period in Meisterplan, the new allocation from the spreadsheet will overwrite the existing one. However, only the allocation time intervals imported from the spreadsheet will be updated. Existing allocations outside the imported time period will remain unchanged.
Importing Empty Allocation Segments
Empty allocation cells in your matrix document that are within a project's date range will be imported as "0" and overwrite the existing allocation value in Meisterplan. Empty allocation segments outside a project's date range will be ignored.
The allocation of "Fournier, Zoe" (red) was updated for all time intervals specified in the table. The allocation of "Wang, Henry" (yellow) was also only updated for these time intervals. The empty field in April is imported with an allocation value of “0”. For January and February, no allocations have been imported, so the allocations remain unchanged in Meisterplan.
Once you've clicked Import, your allocations will be available in the Plan of Record or the selected scenario.